For over 40 years1, we have provided financial advisors with the freedom to thrive. Learn how a foundation of independence, culture, and values has helped Cambridge become one of the largest internally controlled financial services firms in the country.
Cambridge Executive Chairman Eric Schwartz, and President and Chief Executive Officer, Amy Webber reflect on their unique journeys and explain why the best is still to come.
We believe culture and success go hand in hand. Our core values of integrity, commitment, flexibility, and kindness have shaped our journey and kept us centered on our purpose of serving independent financial advisors and their clients.
We are proud to work with financial advisors who share our values and commitment to making a difference.
To make a difference in the lives of our financial advisors, their clients, and our associates.
Assets Under Advisement (AUA)2
Producing Financial Professionals
Largest broker-dealer based on gross revenues, Financial Advisor magazine, 2022
Largest in U.S. for independent broker-dealer revenue, InvestmentNews magazine, 2021
In total revenue, Financial Planning magazine, 2021
Total account assets, Financial Planning magazine, 2021
Highest growth in producing reps, Financial Planning magazine, 2021
1Cambridge and its predecessor broker-dealer
2AUA reflects fee based and independent RIA assets plus commission assets
As of 3/31/22
Our Code of Conduct aligns with our values of integrity, commitment, flexibility, and kindness, and reflects the inclusion and consideration we expect from every member of Cambridge Nation when interacting with another member of our Cambridge Community.